Parisi Gray Wealth Management

Q1 2026 13F Holdings

  • Location
    mendham, NJ
  • Num holdings

    137

  • Value ($000)

    $419,751

  • Date Filed
    04/08/2026
  • Form type
    13F-HR
  • CIK
    0001716659
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$39.21M
9 %

65,613

---

PROFESIONALLY MANAGED PORTFO

AKRE FOCUS ETF
$24.88M
6 %

470,807

NVDA

NVIDIA CORPORATION

COM
$22.08M
5 %

126,602

NDQ

INVESCO QQQ TR

UNIT SER 1
$22.04M
5 %

38,191

VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$20.36M
5 %

63,457

PLTR

PALANTIR TECHNOLOGIES INC

CL A
$17.43M
4 %

119,174

IVV

ISHARES TR

CORE S&P500 ETF
$15.82M
4 %

24,212

AAPL

APPLE INC

COM
$13.93M
3 %

54,901

USFR

WISDOMTREE TR

FLOATNG RAT TREA
$13.29M
3 %

264,070

GOOGL

ALPHABET INC

CAP STK CL A
$11.02M
3 %

38,322

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